Estate Planning With a Trust: It’s Simpler Than You Think
BY Kendal Blunck | February 23, 2017Estate Planning can be confusing, but incorporating a trust may be a good way to start. Considering whether setting up a trust is the right option for your estate plan? They are a lot less complicated than you might think. Even if you are just starting to consider an estate plan, you have probably run…
End of Year Estate Planning Strategies
BY Kendal Blunck | December 28, 2016Tax and estate planning should not be a one-time process. Instead, you should take some time each year to ensure that your assets are protected, and the potential for estate taxes is minimal. Unfortunately, many people do not consider how leaving assets to their loved ones will affect them from a tax standpoint, so you…
Estate Planning is Not an Event
BY Kendal Blunck | October 7, 2016-Barry D. Siegel, Esq. Contrary to the way many people discuss estate planning, it is not an event. It’s not accurate to say, “I’ve completed my estate plan.” Estate planning is not something you do once and forget. Your plan must change and grow throughout your lifetime, or it is unlikely to work when it…
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